third party DATA SUBMISSION to sars

What's new?

30 April 2019 - Reminder! Third Party Data Submissions: 01 April – 31 May 2019

This serves as a reminder that the deadline for the SARS Third Party Data Annual Submissions process for the period 1March 2018 – 28 February 2019 opened 1 April 2019 and will close on 31 May 2019. Submissions in respect of datafiles and declarations of the various reportable data types, as detailed per Table 1 are now due.

19 March 2019 - Third Party Data Submissions: 01 April – 31 May 2019

The SARS Third Party Data Annual Submissions process for the period 1 March 2018 – 28 February 2019 opens on 01 April 2019 and will close on 31 May 2019. Submissions in respect of data files and declarations of the various reportable data types as detailed per Table 1 are now due. are now due.

What is it?

Third Parties (banks, medical schemes, fund administrators etc.) are required by law to send information or data to SARS via a return. This means that a bank, for example, must provide information to SARS pertaining to the interest paid on savings in taxpayer’s accounts. Medical Schemes are also required to send information on the total contributions made by individuals, expenses not covered by the Medical Aid as well as the number of dependants.

Who must submit data to SARS?

The following is a list of persons (third parties) that need to send information to SARS. It includes but is not limited to:

Need help?

Important: Insert only the data type in the subject line e.g. IT3, Dividends Tax, Withholding Tax on Interest, etc.

An example of the email structure:

Subject: Dividends Tax

Body of the email:

Tax Reference number: XXXXXXXXXX

Platform: Test or Live

Submission channel: (HTTPS or Connect:Direct or eFiling)

Detailed explanation of the query: If the query relates to system error then what is the event being executed, what are the steps completed, what is the expected system response and what is the actual system response. If the query relates to process enquiry then state the published document that outlines the process, the section and page number.

Screen print of the error (where applicable)

To see the documents for each data type, visit the relevant data type webpage.

Top FAQs

What is the process of submitting 3rd Party Data via Secure web (HTTPS) or Connect Direct (C: D)?

Follow these easy five steps:
Step 1: Enrolment and activation
- The Business Administrator (BA) must enrol the Organisation and Technical Administrator (TA);
- The TA must enrol the Technical User (TU) and request a certificate; and

• Data should have been successfully submitted.
• Register an eFiling profile or use an existing profile.
• Register tax type. A tax reference number can start with 0, 1, 2, 3, 7 or 9.
• Allocate the user the correct access rights.